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Fidelity Limited Term Bond ETF

58 hedge funds and large institutions have $155M invested in Fidelity Limited Term Bond ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
19
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
26
Beaumont Financial Advisors
Massachusetts
$1.19M -$212K -4,101 -15%
NAS
27
Nicolet Advisory Services
Wisconsin
$1M -$9.99K -193 -1%
SW
28
SVB Wealth
Massachusetts
$979K
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$944K +$944K +18,221 New
AA
30
Advisory Alpha
Michigan
$938K -$129K -2,484 -12%
BRWA
31
B. Riley Wealth Advisors
Florida
$601K -$37.5K -723 -6%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$588K +$588K +11,360 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$572K -$8.19K -158 -1%
SPC
34
Sigma Planning Corp
Michigan
$566K -$80.4K -1,552 -12%
MML Investors Services
35
MML Investors Services
Massachusetts
$548K +$16.4K +317 +3%
AWM
36
AE Wealth Management
Kansas
$419K -$9.11K -176 -2%
NMG
37
New Millennium Group
Utah
$417K +$417K +8,057 New
ASN
38
Advisory Services Network
Georgia
$412K
AFP
39
Ausdal Financial Partners
Iowa
$360K -$88.4K -1,706 -20%
Citadel Advisors
40
Citadel Advisors
Florida
$328K -$3.53M -68,167 -91%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$239K +$224K +4,351 +1,485%
CW
42
CreativeOne Wealth
Kansas
$217K +$363 +7 +0.2%
UCFA
43
United Capital Financial Advisors
Texas
$206K
MWM
44
Mascoma Wealth Management
New Hampshire
$155K +$103K +2,000 +200%
AF
45
Allworth Financial
California
$87K
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$76.2K +$27.1K +524 +55%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$57K +$104 +2 +0.2%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$52K +$52K +1,012 New
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$40K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$39K +$39K +760 New